Use Landscape Mode
Ranked On: 28 March 2024
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Long Term Equity Fund | 1 | |
58.89% | 28.80% | 22.23% | 17.15% | 17.35% | 60.02% | 29.64% | 23.01% | 17.92% | 18.09% | 13.34% | -10.25% | -12.35% | 8.62% | 0.95 | 0.71 | 1.32 |
| Hdfc Taxsaver | 2 | |
45.32% | 27.42% | 18.08% | 13.88% | 15.44% | 46.19% | 28.20% | 18.78% | 14.59% | 16.15% | 11.87% | -6.28% | -11.74% | 8.91% | 0.87 | 0.81 | 1.40 |
| Quant Tax Plan | 3 | |
57.97% | 29.26% | 32.33% | 24.21% | 25.67% | 59.68% | 31.28% | 34.52% | 25.83% | 26.94% | 16.60% | -12.73% | -19.99% | 15.75% | 0.88 | 0.67 | 1.25 |
| Motilal Oswal Long Term … | 4 | |
58.94% | 26.30% | 21.49% | 16.11% | % | 60.86% | 27.86% | 23.05% | 17.60% | % | 13.73% | -15.77% | -13.82% | 5.11% | 0.93 | 0.58 | 1.03 |
| Bank Of India Tax Advant… | 5 | |
54.38% | 25.07% | 26.34% | 19.98% | 19.40% | 55.95% | 26.40% | 27.72% | 21.36% | 20.88% | 14.16% | -16.59% | -15.72% | 5.72% | 0.96 | 0.56 | 1.06 |
| Franklin India Taxshield | 6 | |
44.98% | 23.30% | 18.24% | 14.65% | 16.70% | 46.19% | 24.33% | 19.28% | 15.69% | 17.76% | 12.82% | -11.97% | -13.26% | 3.73% | 0.93 | 0.52 | 1.00 |
| Parag Parikh Tax Saver F… | 7 | |
31.98% | 22.12% | % | % | % | 33.43% | 23.65% | % | % | % | 10.06% | -7.38% | -11.40% | 8.99% | 0.65 | 0.72 | 1.29 |
| Iti Long Term Equity Fund | 8 | |
54.90% | 19.95% | % | % | % | 57.72% | 22.35% | % | % | % | 12.80% | -17.82% | -11.90% | 1.58% | 0.84 | 0.43 | 0.73 |
| Nippon India Tax Saver (… | 9 | |
44.56% | 22.91% | 15.86% | 10.85% | 14.90% | 45.54% | 23.77% | 16.67% | 11.70% | 15.78% | 13.03% | -10.23% | -13.88% | 3.37% | 0.97 | 0.49 | 0.90 |
| Kotak Tax Saver Fund | 10 | |
39.12% | 22.05% | 19.62% | 15.50% | 18.23% | 40.85% | 23.66% | 21.17% | 16.96% | 19.73% | 11.42% | -9.96% | -13.60% | 3.95% | 0.82 | 0.51 | 0.97 |
| Idfc Tax Advantage (Elss… | 11 | |
36.85% | 22.33% | 20.35% | 16.51% | 18.26% | 38.41% | 23.76% | 21.73% | 17.87% | 19.68% | 12.78% | -11.04% | -18.59% | 6.02% | 0.86 | 0.51 | 1.04 |
| Jm Tax Gain Fund | 12 | |
50.64% | 24.13% | 21.42% | 16.88% | 18.65% | 52.30% | 25.32% | 22.48% | 17.86% | 19.93% | 13.37% | -14.82% | -13.70% | 2.27% | 0.94 | 0.46 | 0.86 |
| Quantum Tax Saving Fund | 13 | |
40.38% | 19.06% | 15.14% | 12.39% | % | 41.72% | 19.83% | 15.81% | 12.93% | 14.55% | 11.74% | -9.00% | -14.71% | 4.58% | 0.82 | 0.40 | 0.76 |
| Taurus Tax Shield | 14 | |
36.58% | 19.97% | 16.15% | 14.07% | 15.12% | 37.48% | 20.79% | 16.97% | 14.83% | 15.99% | 11.43% | -9.55% | -15.63% | 4.59% | 0.75 | 0.44 | 0.88 |
| Dsp Tax Saver Fund | 15 | |
43.63% | 21.60% | 20.08% | 15.98% | 18.52% | 44.95% | 22.75% | 21.23% | 17.13% | 19.60% | 12.83% | -11.23% | -14.43% | 1.94% | 0.92 | 0.46 | 0.85 |
| Union Long Term Equity F… | 16 | |
36.70% | 21.10% | 19.38% | 14.93% | 14.60% | 37.89% | 22.09% | 20.17% | 15.69% | 15.39% | 11.96% | -11.42% | -12.60% | 2.82% | 0.86 | 0.48 | 0.90 |
| Icici Prudential Long Te… | 17 | |
35.30% | 19.29% | 16.43% | 14.02% | 15.57% | 36.17% | 20.11% | 17.23% | 14.92% | 16.59% | 12.25% | -11.58% | -13.13% | 1.04% | 0.89 | 0.41 | 0.78 |
| Hsbc Tax Saver Equity Fu… | 18 | |
42.40% | 20.81% | 16.99% | 12.64% | 15.24% | 43.77% | 22.19% | 18.39% | 13.84% | 16.34% | 13.45% | -12.82% | -15.31% | 0.68% | 0.96 | 0.37 | 0.73 |
| Indiabulls Tax Savings F… | 19 | |
37.61% | 18.21% | 14.25% | % | % | 39.61% | 20.14% | 16.38% | % | % | 12.77% | -11.56% | -13.13% | -1.51% | 0.94 | 0.33 | 0.63 |
| Mahindra Manulife Elss K… | 20 | |
33.94% | 20.29% | 17.80% | 12.79% | % | 36.08% | 22.32% | 19.78% | 14.86% | % | 12.86% | -11.38% | -13.59% | 1.67% | 0.92 | 0.41 | 0.77 |
| Edelweiss Long Term Equi… | 21 | |
34.71% | 18.83% | 16.33% | 12.48% | 14.57% | 36.96% | 20.86% | 18.32% | 14.31% | 16.09% | 12.53% | -11.83% | -13.48% | -0.33% | 0.91 | 0.35 | 0.68 |
| Mirae Asset Tax Saver Fu… | 22 | |
35.02% | 18.59% | 19.48% | 17.18% | % | 36.37% | 19.94% | 21.05% | 18.72% | % | 12.18% | -11.24% | -12.90% | 0.80% | 0.89 | 0.37 | 0.70 |
| Shriram Long Term Equity… | 23 | |
38.61% | 18.19% | 15.77% | % | % | 40.91% | 20.26% | 17.89% | % | % | 12.76% | -12.36% | -13.44% | -1.19% | 0.91 | 0.33 | 0.61 |
| Tata India Tax Savings F… | 24 | |
34.07% | 19.65% | 16.94% | 14.05% | % | 35.57% | 21.08% | 18.45% | 15.54% | % | 12.79% | -10.19% | -13.28% | 2.82% | 0.93 | 0.37 | 0.69 |
| Baroda Bnp Paribas Elss … | 25 | |
44.87% | % | % | % | % | 46.59% | % | % | % | % | % | % | % | % | |||
| Canara Robeco Equity Tax… | 26 | |
32.27% | 18.12% | 19.19% | 16.43% | 16.75% | 33.82% | 19.63% | 20.60% | 17.69% | 17.83% | 12.50% | -12.90% | -12.02% | 0.48% | 0.92 | 0.36 | 0.66 |
| Invesco India Tax Plan | 27 | |
41.65% | 18.14% | 17.25% | 14.84% | 16.98% | 43.34% | 19.60% | 18.69% | 16.36% | 18.65% | 13.36% | -17.68% | -16.17% | -0.99% | 0.93 | 0.29 | 0.58 |
| Sundaram Diversified Equ… | 28 | |
27.58% | 18.02% | 14.38% | 10.89% | 14.41% | 28.32% | 18.70% | 14.96% | 11.47% | 14.95% | 12.16% | -9.16% | -11.38% | 0.36% | 0.88 | 0.38 | 0.68 |
| Pgim India Elss Tax Save… | 29 | |
22.89% | 17.61% | 16.53% | 13.36% | % | 24.70% | 19.28% | 18.15% | 15.08% | % | 11.67% | -10.36% | -13.90% | 1.88% | 0.81 | 0.38 | 0.73 |
| Lic Mf Tax Plan | 30 | |
31.92% | 17.73% | 15.33% | 13.12% | 14.71% | 33.35% | 19.07% | 16.66% | 14.45% | 15.91% | 12.29% | -12.86% | -12.03% | -0.12% | 0.84 | 0.34 | 0.62 |
| Uti Long Term Equity Fun… | 31 | |
31.85% | 16.00% | 16.47% | 12.94% | 14.50% | 33.21% | 17.17% | 17.61% | 14.02% | 15.59% | 12.59% | -14.61% | -14.32% | -1.89% | 0.87 | 0.26 | 0.48 |
| Sundaram Tax Savings Fund | 32 | |
34.65% | % | % | % | % | 35.38% | % | % | % | % | % | % | % | % | |||
| Aditya Birla Sun Life Ta… | 33 | |
33.13% | 12.18% | 11.17% | 10.33% | 14.59% | 34.16% | 13.10% | 12.13% | 11.36% | 15.62% | 11.69% | -13.67% | -14.07% | -5.63% | 0.84 | 0.10 | 0.17 |
| Navi Elss Tax Saver Fund | 34 | |
28.40% | 15.99% | 13.02% | 10.77% | % | 30.89% | 18.22% | 15.12% | 12.78% | % | 12.23% | -13.92% | -14.83% | -1.25% | 0.88 | 0.25 | 0.49 |
| Axis Long Term Equity Fu… | 35 | |
31.19% | 12.12% | 14.40% | 13.37% | 16.10% | 32.18% | 13.02% | 15.34% | 14.37% | 17.24% | 15.57% | -22.81% | -20.17% | -7.38% | 1.03 | 0.14 | 0.23 |
Return Calculated On: 03 May 2024
Ratios Calculated On: 28 March 2024
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Tax Relief '96 | 15975.6 | 13937.57 | 50824.8 | 45426.64 | 101892.0 | 85819.98 | 167118.0 | 127981.39 | 468336.0 | 220304.88 | 1481364.0 | 508828.68 |
| Baroda BNP Paribas Elss Fund | 17384.4 | 14757.08 | ||||||||||
| Bank Of India Tax Advantage Fund | 18525.6 | 15502.01 | 70423.2 | 55073.41 | 193110.0 | 122702.76 | 300720.0 | 197578.16 | 706668.0 | 353630.64 | 2238534.0 | 779359.32 |
| Canara Robeco Equity Tax Saver Fund | 15872.4 | 13918.76 | 59324.4 | 47066.58 | 144318.0 | 100603.02 | 243625.2 | 163601.59 | 564396.0 | 288156.36 | 2085462.0 | 650204.28 |
| DSP Tax Saver Fund | 17235.6 | 14539.34 | 64728.0 | 50642.71 | 149784.0 | 108355.14 | 237090.0 | 171759.42 | 656112.0 | 305994.36 | 2308086.0 | 734886.0 |
| Edelweiss Long Term Equity Fund (Tax Savings) | 16165.2 | 14044.09 | 60400.8 | 48032.24 | 127824.0 | 98264.34 | 191301.6 | 150034.75 | 467796.0 | 251848.92 | 1401156.0 | 550397.7 |
| Navi Elss Tax Saver Fund | 15408.0 | 13376.4 | 56170.8 | 45386.35 | 110670.0 | 90302.58 | 171914.4 | 136541.24 | ||||
| Franklin India Taxshield | 17397.6 | 14538.6 | 67485.6 | 51629.47 | 138678.0 | 109535.88 | 218660.4 | 167455.26 | 562284.0 | 282415.8 | 1999548.0 | 658017.18 |
| HDFC Taxsaver | 17438.4 | 14660.23 | 74480.4 | 53808.41 | 137706.0 | 113318.64 | 208588.8 | 169876.39 | 504492.0 | 282191.4 | 1849662.0 | 609714.9 |
| HSBC Tax Saver Equity Fund | 17088.0 | 14502.36 | 63468.0 | 49595.76 | 131508.0 | 101998.62 | 193275.6 | 154580.58 | 495792.0 | 262421.88 | 1658700.0 | 588141.9 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16236.0 | 13997.41 | 61117.2 | 47789.17 | 128376.0 | 99951.36 | 210394.8 | 155831.59 | 510252.0 | 265022.64 | 622411.74 | |
| IDFC Tax Advantage (Elss) Fund | 16422.0 | 13942.84 | 65905.2 | 49480.74 | 151506.0 | 111939.42 | 244767.6 | 173600.11 | 642024.0 | 308597.76 | 2150172.0 | 737336.34 |
| Indiabulls Tax Savings Fund | 16513.2 | 14330.09 | 59464.8 | 48547.55 | 116790.0 | 95120.82 | ||||||
| Invesco India Tax Plan | 16998.0 | 14274.79 | 59364.0 | 48355.67 | 132984.0 | 98809.08 | 221306.4 | 154483.73 | 575796.0 | 271073.28 | 2173356.0 | 653793.84 |
| ITI Long Term Equity Fund | 18588.0 | 15428.26 | 62132.4 | 53907.84 | ||||||||
| JM Tax Gain Fund | 18076.8 | 15073.4 | 68860.8 | 53381.2 | 158358.0 | 113005.14 | 250269.6 | 178928.23 | 663480.0 | 318514.56 | 1634202.0 | 702801.18 |
| Kotak Tax Saver Fund | 16694.4 | 14525.14 | 65451.6 | 50901.23 | 146934.0 | 107683.92 | 230294.4 | 170428.52 | 640452.0 | 299987.88 | 1798920.0 | 660146.58 |
| LIC Mf Tax Plan | 15830.4 | 13811.84 | 58748.4 | 46867.5 | 122436.0 | 93978.66 | 199096.8 | 144978.96 | 473244.0 | 246760.08 | 1202418.0 | 517845.06 |
| Mahindra Manulife Elss Kar Bachat Yojana | 16072.8 | 13875.38 | 62665.2 | 47985.26 | 136086.0 | 102248.58 | 195039.6 | 155993.21 | ||||
| Mirae Asset Tax Saver Fund | 16202.4 | 14003.1 | 60037.2 | 47854.22 | 146076.0 | 102816.6 | 254864.4 | 166298.75 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 19072.8 | 15657.67 | 72532.8 | 56489.44 | 158826.0 | 117275.64 | 238980.0 | 179570.08 | ||||
| Parag Parikh Tax Saver Fund | 15837.6 | 13880.74 | 65559.6 | 49275.47 | ||||||||
| Quant Tax Plan | 18956.4 | 15609.41 | 77756.4 | 56278.62 | 243486.0 | 145530.18 | 383241.6 | 245147.53 | 1178940.0 | 473406.96 | 2340270.0 | 1024441.38 |
| Nippon India Tax Saver (Elss) Fund | 17347.2 | 14645.64 | 66841.2 | 51414.37 | 125286.0 | 107646.84 | 172704.0 | 155385.05 | 481068.0 | 248595.12 | 1825974.0 | 583733.52 |
| SBI Long Term Equity Fund | 19066.8 | 15512.71 | 76917.6 | 57978.72 | 163680.0 | 123912.42 | 254301.6 | 191198.36 | 594372.0 | 319688.4 | 1891206.0 | 696785.4 |
| Shriram Long Term Equity Fund | 16633.2 | 14384.64 | 59428.8 | 48674.52 | 124800.0 | 95763.24 | ||||||
| Sundaram Diversified Equity | 15309.6 | 13472.95 | 59176.8 | 46080.4 | 117456.0 | 94886.76 | 173182.8 | 142262.9 | 460992.0 | 240237.84 | 1285452.0 | 510665.58 |
| Sundaram Tax Savings Fund | 16158.0 | 13986.2 | ||||||||||
| Tata India Tax Savings Fund | 16088.4 | 13865.99 | 61668.0 | 47897.71 | 131184.0 | 99104.82 | 210873.6 | 154275.91 | ||||
| Taurus Tax Shield | 16389.6 | 14093.28 | 62154.0 | 49700.09 | 126858.0 | 100140.66 | 211100.4 | 153763.6 | 490512.0 | 266302.44 | 1543554.0 | 554507.1 |
| Union Long Term Equity Fund | 16404.0 | 14020.08 | 63932.4 | 48653.39 | 145464.0 | 104054.82 | 222541.2 | 164434.45 | 468708.0 | 272148.24 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15822.0 | 13680.31 | 56188.8 | 45471.85 | 128568.0 | 94772.1 | 196938.0 | 147474.52 | 464916.0 | 250876.08 | 1356642.0 | 531315.54 |
| PGIM India Elss Tax Saver Fund | 14746.8 | 13248.0 | 58564.8 | 45033.01 | 128934.0 | 96168.72 | 202078.8 | 149914.21 | ||||
| Quantum Tax Saving Fund | 16845.6 | 14306.82 | 60764.4 | 49571.39 | 121410.0 | 101415.0 | 190293.6 | 152231.6 | ||||
| Axis Long Term Equity Fund | 15742.8 | 13976.47 | 50738.4 | 44665.31 | 117570.0 | 87784.86 | 202188.0 | 138343.38 | 534000.0 | 244357.08 | ||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Tax Relief '96 | 16099.2 | 13997.65 | 52077.6 | 45997.02 | 106374.0 | 87793.92 | 178374.0 | 132333.43 | 512424.0 | 232287.84 | ||
| Baroda BNP Paribas Elss Fund | 17590.8 | 14856.94 | ||||||||||
| Bank Of India Tax Advantage Fund | 18714.0 | 15593.09 | 72709.2 | 56057.18 | 203886.0 | 126754.14 | 325726.8 | 206834.71 | 799476.0 | 380010.6 | ||
| Canara Robeco Equity Tax Saver Fund | 16058.4 | 14009.63 | 61635.6 | 48020.62 | 153066.0 | 104301.54 | 262701.6 | 171718.18 | 618840.0 | 307340.28 | ||
| DSP Tax Saver Fund | 17394.0 | 14615.64 | 66585.6 | 51423.73 | 157080.0 | 111411.3 | 254016.0 | 178617.52 | 718572.0 | 324414.24 | ||
| Edelweiss Long Term Equity Fund (Tax Savings) | 16435.2 | 14177.14 | 63547.2 | 49366.22 | 139122.0 | 103183.86 | 214258.8 | 160461.5 | 533484.0 | 275740.08 | ||
| Navi Elss Tax Saver Fund | 15706.8 | 13522.9 | 59486.4 | 46817.21 | 121332.0 | 95314.38 | 194896.8 | 146955.56 | ||||
| Franklin India Taxshield | 17542.8 | 14604.31 | 69184.8 | 52339.18 | 144858.0 | 112285.56 | 232999.2 | 173413.3 | 615612.0 | 297853.32 | ||
| HDFC Taxsaver | 17542.8 | 14710.61 | 75852.0 | 54360.11 | 141852.0 | 115328.4 | 217954.8 | 174016.16 | 536088.0 | 292518.96 | ||
| HSBC Tax Saver Equity Fund | 17252.4 | 14577.13 | 65682.0 | 50469.95 | 139560.0 | 105441.72 | 208093.2 | 161669.76 | 545220.0 | 279109.32 | ||
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16340.4 | 14049.41 | 62373.6 | 48298.54 | 132858.0 | 101909.16 | 222339.6 | 160319.8 | 556824.0 | 277920.36 | ||
| IDFC Tax Advantage (Elss) Fund | 16609.2 | 14033.95 | 68245.2 | 50438.05 | 160350.0 | 115863.18 | 265549.2 | 182023.46 | 723564.0 | 331327.56 | ||
| Indiabulls Tax Savings Fund | 16753.2 | 14445.25 | 62431.2 | 49805.6 | 128076.0 | 100270.86 | ||||||
| Invesco India Tax Plan | 17200.8 | 14372.38 | 61585.2 | 49302.72 | 141312.0 | 102334.5 | 242617.2 | 162483.05 | 663624.0 | 293918.28 | ||
| ITI Long Term Equity Fund | 18926.4 | 15590.39 | 65937.6 | 55598.94 | ||||||||
| JM Tax Gain Fund | 18276.0 | 15174.68 | 70855.2 | 54286.02 | 165390.0 | 116132.7 | 265347.6 | 185530.3 | 738912.0 | 338203.08 | ||
| Kotak Tax Saver Fund | 16902.0 | 14627.0 | 68068.8 | 51988.57 | 156702.0 | 111872.22 | 251496.0 | 179593.18 | 726300.0 | 324459.12 | ||
| LIC Mf Tax Plan | 16002.0 | 13901.08 | 60778.8 | 47712.64 | 129660.0 | 97091.82 | 216056.4 | 151785.73 | 525288.0 | 263628.72 | ||
| Mahindra Manulife Elss Kar Bachat Yojana | 16329.6 | 14000.39 | 65887.2 | 49299.66 | 147954.0 | 107379.66 | 221524.8 | 167078.18 | ||||
| Mirae Asset Tax Saver Fund | 16364.4 | 14081.1 | 62114.4 | 48696.26 | 155934.0 | 106521.36 | 279190.8 | 175295.23 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 19303.2 | 15766.61 | 75254.4 | 57633.95 | 169272.0 | 121617.12 | 261240.0 | 188881.48 | ||||
| Parag Parikh Tax Saver Fund | 16011.6 | 13966.68 | 68050.8 | 50262.59 | ||||||||
| Quant Tax Plan | 19161.6 | 15702.55 | 81453.6 | 57542.29 | 264312.0 | 153081.06 | 419496.0 | 261831.86 | 1303896.0 | 512457.36 | ||
| Nippon India Tax Saver (Elss) Fund | 17464.8 | 14701.79 | 68259.6 | 52000.88 | 129720.0 | 109855.5 | 182196.0 | 159737.59 | 519468.0 | 259338.36 | ||
| SBI Long Term Equity Fund | 19202.4 | 15575.81 | 78433.2 | 58634.03 | 168978.0 | 126326.4 | 266288.4 | 196296.83 | 633036.0 | 332125.2 | ||
| Shriram Long Term Equity Fund | 16909.2 | 14518.09 | 62622.0 | 50046.23 | 136650.0 | 100687.14 | ||||||
| Sundaram Diversified Equity | 15398.4 | 13516.46 | 60210.0 | 46513.73 | 120456.0 | 96393.18 | 179676.0 | 145244.82 | 483276.0 | 247460.16 | ||
| Sundaram Tax Savings Fund | 16245.6 | 14029.51 | ||||||||||
| Tata India Tax Savings Fund | 16268.4 | 13953.35 | 63903.6 | 48818.16 | 139932.0 | 102696.72 | 230823.6 | 162381.32 | ||||
| Taurus Tax Shield | 16497.6 | 14146.66 | 63446.4 | 50252.36 | 131364.0 | 102132.18 | 221205.6 | 158040.71 | 528876.0 | 277969.8 | ||
| Union Long Term Equity Fund | 16546.8 | 14089.24 | 65520.0 | 49340.77 | 150372.0 | 106426.38 | 232990.8 | 169190.2 | 502032.0 | 283653.36 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15985.2 | 13760.87 | 57906.0 | 46226.45 | 134994.0 | 97556.4 | 210420.0 | 153400.63 | 511128.0 | 265643.64 | ||
| PGIM India Elss Tax Saver Fund | 14964.0 | 13357.36 | 61088.4 | 46119.24 | 138162.0 | 100177.56 | 224565.6 | 158913.05 | ||||
| Quantum Tax Saving Fund | 17006.4 | 14392.36 | 61952.4 | 50182.67 | 125016.0 | 103313.16 | 196770.0 | 155771.95 | 466680.0 | 261356.76 | 1836774.0 | 577100.7 |
| Axis Long Term Equity Fund | 15861.6 | 14035.9 | 51973.2 | 45215.39 | 122454.0 | 89787.96 | 215065.2 | 143031.5 | 588696.0 | 257902.68 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
-14.07 | -13.67 | -5.03 | 11.69 | 8.18 |
| Baroda Bnp Paribas Elss Fund |
|||||
| Bank Of India Tax Advantage Fund |
-15.72 | -16.59 | -5.83 | 14.16 | 10.24 |
| Canara Robeco Equity Tax Saver Fund |
-12.02 | -12.90 | -4.27 | 12.50 | 8.41 |
| Dsp Tax Saver Fund |
-14.43 | -11.23 | -5.61 | 12.83 | 8.93 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
-13.48 | -11.83 | -4.49 | 12.53 | 8.79 |
| Navi Elss Tax Saver Fund |
-14.83 | -13.92 | -5.36 | 12.23 | 8.71 |
| Franklin India Taxshield |
-13.26 | -11.97 | -4.70 | 12.82 | 9.17 |
| Hdfc Taxsaver |
-11.74 | -6.28 | -3.05 | 11.87 | 8.35 |
| Hsbc Tax Saver Equity Fund |
-15.31 | -12.82 | -5.24 | 13.45 | 9.63 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-13.13 | -11.58 | -4.68 | 12.25 | 8.57 |
| Idfc Tax Advantage (Elss) Fund |
-18.59 | -11.04 | -5.19 | 12.78 | 9.55 |
| Indiabulls Tax Savings Fund |
-13.13 | -11.56 | -5.19 | 12.77 | 8.76 |
| Invesco India Tax Plan |
-16.17 | -17.68 | -4.53 | 13.36 | 9.68 |
| Iti Long Term Equity Fund |
-11.90 | -17.82 | -9.27 | 12.80 | 8.12 |
| Jm Tax Gain Fund |
-13.70 | -14.82 | -5.03 | 13.37 | 9.34 |
| Kotak Tax Saver Fund |
-13.60 | -9.96 | -3.27 | 11.42 | 8.11 |
| Lic Mf Tax Plan |
-12.03 | -12.86 | -4.83 | 12.29 | 8.22 |
| Mahindra Manulife Elss Kar Bachat Yojana |
-13.59 | -11.38 | -4.15 | 12.86 | 8.94 |
| Mirae Asset Tax Saver Fund |
-12.90 | -11.24 | -4.41 | 12.18 | 8.50 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
-13.82 | -15.77 | -6.06 | 13.73 | 9.32 |
| Parag Parikh Tax Saver Fund |
-11.40 | -7.38 | -2.58 | 10.06 | 7.11 |
| Quant Tax Plan |
-19.99 | -12.73 | -7.06 | 16.60 | 11.74 |
| Nippon India Tax Saver (Elss) Fund |
-13.88 | -10.23 | -4.86 | 13.03 | 9.05 |
| Sbi Long Term Equity Fund |
-12.35 | -10.25 | -4.42 | 13.34 | 9.66 |
| Shriram Long Term Equity Fund |
-13.44 | -12.36 | -4.35 | 12.76 | 8.65 |
| Sundaram Diversified Equity |
-11.38 | -9.16 | -3.52 | 12.16 | 8.20 |
| Sundaram Tax Savings Fund |
|||||
| Tata India Tax Savings Fund |
-13.28 | -10.19 | -4.82 | 12.79 | 8.79 |
| Taurus Tax Shield |
-15.63 | -9.55 | -3.55 | 11.43 | 8.26 |
| Union Long Term Equity Fund |
-12.60 | -11.42 | -4.43 | 11.96 | 8.43 |
| Uti Long Term Equity Fund (Tax Saving) |
-14.32 | -14.61 | -4.26 | 12.59 | 8.54 |
| Pgim India Elss Tax Saver Fund |
-13.90 | -10.36 | -4.28 | 11.67 | 8.19 |
| Quantum Tax Saving Fund |
-14.71 | -9.00 | -3.90 | 11.74 | 8.18 |
| Axis Long Term Equity Fund |
-20.17 | -22.81 | -8.05 | 15.57 | 10.26 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.17
|
0.10
|
0.41
|
0.39
|
-5.63
|
0.84 |
0.91
|
0.02
|
0.85
|
-8.4877
|
| Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|
|
|
|
|
| Bank Of India Tax Advantage Fund |
1.06
|
0.56
|
0.89
|
0.38
|
5.72
|
0.96 |
0.80
|
0.16
|
1.78
|
4.9079
|
| Canara Robeco Equity Tax Saver Fund |
0.66
|
0.36
|
0.72
|
0.40
|
0.48
|
0.92 |
0.92
|
0.09
|
1.37
|
-0.8006
|
| Dsp Tax Saver Fund |
0.85
|
0.46
|
0.91
|
0.38
|
1.94
|
0.92 |
0.90
|
0.12
|
1.57
|
0.5358
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.68
|
0.35
|
0.77
|
0.38
|
-0.33
|
0.91 |
0.91
|
0.09
|
1.40
|
-2.0376
|
| Navi Elss Tax Saver Fund |
0.49
|
0.25
|
0.58
|
0.39
|
-1.25
|
0.88 |
0.87
|
0.07
|
1.19
|
-3.2726
|
| Franklin India Taxshield |
1.00
|
0.52
|
0.97
|
0.38
|
3.73
|
0.93 |
0.92
|
0.14
|
1.72
|
2.4782
|
| Hdfc Taxsaver |
1.40
|
0.81
|
1.55
|
0.38
|
8.91
|
0.87 |
0.94
|
0.19
|
2.11
|
6.5525
|
| Hsbc Tax Saver Equity Fund |
0.73
|
0.37
|
0.79
|
0.39
|
0.68
|
0.96 |
0.90
|
0.10
|
1.46
|
-0.0351
|
| Icici Prudential Long Term Equity Fund (Tax Saving) |
0.78
|
0.41
|
0.82
|
0.38
|
1.04
|
0.89 |
0.92
|
0.11
|
1.50
|
-0.9829
|
| Idfc Tax Advantage (Elss) Fund |
1.04
|
0.51
|
1.03
|
0.37
|
6.02
|
0.86 |
0.81
|
0.15
|
1.77
|
3.6442
|
| Indiabulls Tax Savings Fund |
0.63
|
0.33
|
0.75
|
0.38
|
-1.51
|
0.94 |
0.95
|
0.09
|
1.34
|
-2.6463
|
| Invesco India Tax Plan |
0.58
|
0.29
|
0.57
|
0.37
|
-0.99
|
0.93 |
0.85
|
0.08
|
1.30
|
-2.3021
|
| Iti Long Term Equity Fund |
0.73
|
0.43
|
0.63
|
0.41
|
1.58
|
0.84 |
0.76
|
0.11
|
1.44
|
-1.2611
|
| Jm Tax Gain Fund |
0.86
|
0.46
|
0.80
|
0.40
|
2.27
|
0.94 |
0.86
|
0.12
|
1.59
|
1.1484
|
| Kotak Tax Saver Fund |
0.97
|
0.51
|
0.97
|
0.40
|
3.95
|
0.82 |
0.90
|
0.14
|
1.69
|
0.6927
|
| Lic Mf Tax Plan |
0.62
|
0.34
|
0.69
|
0.41
|
-0.12
|
0.84 |
0.82
|
0.09
|
1.34
|
-3.0250
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.77
|
0.41
|
0.85
|
0.39
|
1.67
|
0.92 |
0.91
|
0.11
|
1.50
|
0.2788
|
| Mirae Asset Tax Saver Fund |
0.70
|
0.37
|
0.79
|
0.36
|
0.80
|
0.89 |
0.94
|
0.10
|
1.43
|
-1.1734
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.03
|
0.58
|
0.88
|
0.41
|
5.11
|
0.93 |
0.81
|
0.15
|
1.75
|
3.8894
|
| Parag Parikh Tax Saver Fund |
1.29
|
0.72
|
1.24
|
0.38
|
8.99
|
0.65 |
0.74
|
0.20
|
2.01
|
2.7233
|
| Quant Tax Plan |
1.25
|
0.67
|
1.31
|
0.35
|
15.75
|
0.88 |
0.47
|
0.24
|
1.93
|
13.9160
|
| Nippon India Tax Saver (Elss) Fund |
0.90
|
0.49
|
1.00
|
0.38
|
3.37
|
0.97 |
0.94
|
0.12
|
1.61
|
2.9114
|
| Sbi Long Term Equity Fund |
1.32
|
0.71
|
1.31
|
0.39
|
8.62
|
0.95 |
0.89
|
0.19
|
2.03
|
7.6786
|
| Shriram Long Term Equity Fund |
0.61
|
0.33
|
0.71
|
0.39
|
-1.19
|
0.91 |
0.89
|
0.09
|
1.33
|
-2.8543
|
| Sundaram Diversified Equity |
0.68
|
0.38
|
0.86
|
0.38
|
0.36
|
0.88 |
0.94
|
0.09
|
1.41
|
-1.6502
|
| Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
|
| Tata India Tax Savings Fund |
0.69
|
0.37
|
0.84
|
0.38
|
2.82
|
0.93 |
0.88
|
0.09
|
1.39
|
1.7964
|
| Taurus Tax Shield |
0.88
|
0.44
|
0.94
|
0.37
|
4.59
|
0.75 |
0.77
|
0.13
|
1.61
|
0.2373
|
| Union Long Term Equity Fund |
0.90
|
0.48
|
0.89
|
0.38
|
2.82
|
0.86 |
0.91
|
0.13
|
1.62
|
0.3188
|
| Uti Long Term Equity Fund (Tax Saving) |
0.48
|
0.26
|
0.57
|
0.41
|
-1.89
|
0.87 |
0.85
|
0.07
|
1.19
|
-4.0932
|
| Pgim India Elss Tax Saver Fund |
0.73
|
0.38
|
0.82
|
0.39
|
1.88
|
0.81 |
0.85
|
0.11
|
1.45
|
-1.4576
|
| Quantum Tax Saving Fund |
0.76
|
0.40
|
0.90
|
0.37
|
4.58
|
0.82 |
0.82
|
0.11
|
1.46
|
1.9454
|
| Axis Long Term Equity Fund |
0.23
|
0.14
|
0.35
|
0.42
|
-7.38
|
1.03 |
0.78
|
0.03
|
0.94
|
-6.7956
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
-0.69%
|
-0.09%
|
2.42%
|
5.98%
|
20.45%
|
33.13%
|
12.18%
|
11.17%
|
10.33%
|
14.59%
|
15.09%
|
| Baroda BNP Paribas Elss Fund |
-0.48%
|
0.55%
|
3.75%
|
8.50%
|
28.20%
|
44.87%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
-0.58%
|
-0.08%
|
2.90%
|
10.25%
|
34.99%
|
54.38%
|
25.07%
|
26.34%
|
19.98%
|
19.40%
|
18.30%
|
| Canara Robeco Equity Tax Saver Fund |
-0.67%
|
0.06%
|
1.74%
|
5.95%
|
20.65%
|
32.27%
|
18.12%
|
19.19%
|
16.43%
|
16.75%
|
17.74%
|
| DSP Tax Saver Fund |
-0.37%
|
0.47%
|
3.93%
|
6.53%
|
26.22%
|
43.63%
|
21.60%
|
20.08%
|
15.98%
|
18.52%
|
18.54%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
-0.70%
|
-0.16%
|
1.41%
|
6.25%
|
22.00%
|
34.71%
|
18.83%
|
16.33%
|
12.48%
|
14.57%
|
14.66%
|
| Navi Elss Tax Saver Fund |
-0.43%
|
-0.33%
|
1.20%
|
2.52%
|
14.47%
|
28.40%
|
15.99%
|
13.02%
|
10.77%
|
%
|
%
|
| Franklin India Taxshield |
-0.52%
|
-0.60%
|
1.94%
|
6.98%
|
24.17%
|
44.98%
|
23.30%
|
18.24%
|
14.65%
|
16.70%
|
17.41%
|
| HDFC Taxsaver |
-0.44%
|
-0.33%
|
2.01%
|
6.98%
|
26.71%
|
45.32%
|
27.42%
|
18.08%
|
13.88%
|
15.44%
|
16.80%
|
| HSBC Tax Saver Equity Fund |
-0.59%
|
0.15%
|
3.50%
|
7.10%
|
24.08%
|
42.40%
|
20.81%
|
16.99%
|
12.64%
|
15.24%
|
15.96%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
-0.85%
|
-0.87%
|
1.34%
|
5.95%
|
20.66%
|
35.30%
|
19.29%
|
16.43%
|
14.02%
|
15.57%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
-0.62%
|
-0.55%
|
0.73%
|
4.44%
|
20.23%
|
36.85%
|
22.33%
|
20.35%
|
16.51%
|
18.26%
|
17.98%
|
| Indiabulls Tax Savings Fund |
-0.59%
|
-0.05%
|
1.09%
|
5.70%
|
24.16%
|
37.61%
|
18.21%
|
14.25%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
-0.55%
|
0.01%
|
2.28%
|
5.16%
|
21.93%
|
41.65%
|
18.14%
|
17.25%
|
14.84%
|
16.98%
|
18.07%
|
| ITI Long Term Equity Fund |
-0.97%
|
0.65%
|
4.53%
|
10.13%
|
32.44%
|
54.90%
|
19.95%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
-0.28%
|
0.82%
|
5.70%
|
11.95%
|
30.28%
|
50.64%
|
24.13%
|
21.42%
|
16.88%
|
18.65%
|
15.84%
|
| Kotak Tax Saver Fund |
-0.78%
|
-0.11%
|
3.36%
|
11.48%
|
25.19%
|
39.12%
|
22.05%
|
19.62%
|
15.50%
|
18.23%
|
16.59%
|
| LIC Mf Tax Plan |
-0.34%
|
0.76%
|
2.94%
|
9.21%
|
17.51%
|
31.92%
|
17.73%
|
15.33%
|
13.12%
|
14.71%
|
13.50%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
-0.26%
|
-0.04%
|
2.47%
|
5.42%
|
19.80%
|
33.94%
|
20.29%
|
17.80%
|
12.79%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
-0.62%
|
-0.41%
|
2.00%
|
5.94%
|
21.71%
|
35.02%
|
18.59%
|
19.48%
|
17.18%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
-0.50%
|
0.49%
|
4.87%
|
12.35%
|
35.73%
|
58.94%
|
26.30%
|
21.49%
|
16.11%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
-0.01%
|
0.11%
|
1.99%
|
3.40%
|
18.24%
|
31.98%
|
22.12%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
-0.56%
|
-0.56%
|
1.53%
|
7.17%
|
36.64%
|
57.97%
|
29.26%
|
32.33%
|
24.21%
|
25.67%
|
18.65%
|
| Nippon India Tax Saver (Elss) Fund |
-0.48%
|
0.51%
|
3.53%
|
7.61%
|
26.39%
|
44.56%
|
22.91%
|
15.86%
|
10.85%
|
14.90%
|
16.70%
|
| SBI Long Term Equity Fund |
-0.49%
|
-0.24%
|
2.65%
|
8.71%
|
34.26%
|
58.89%
|
28.80%
|
22.23%
|
17.15%
|
17.35%
|
16.98%
|
| Shriram Long Term Equity Fund |
-0.56%
|
-0.28%
|
2.66%
|
3.27%
|
26.16%
|
38.61%
|
18.19%
|
15.77%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
-0.93%
|
-0.43%
|
0.66%
|
4.61%
|
15.82%
|
27.58%
|
18.02%
|
14.38%
|
10.89%
|
14.41%
|
14.00%
|
| Sundaram Tax Savings Fund |
-0.80%
|
-0.46%
|
2.02%
|
7.73%
|
19.94%
|
34.65%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
-0.54%
|
-0.39%
|
2.13%
|
5.15%
|
19.48%
|
34.07%
|
19.65%
|
16.94%
|
14.05%
|
%
|
%
|
| Taurus Tax Shield |
0.08%
|
-0.48%
|
1.09%
|
1.73%
|
23.23%
|
36.58%
|
19.97%
|
16.15%
|
14.07%
|
15.12%
|
15.40%
|
| Union Long Term Equity Fund |
-0.36%
|
-0.05%
|
1.93%
|
5.40%
|
20.15%
|
36.70%
|
21.10%
|
19.38%
|
14.93%
|
14.60%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
-0.66%
|
-0.08%
|
2.50%
|
4.48%
|
16.59%
|
31.85%
|
16.00%
|
16.47%
|
12.94%
|
14.50%
|
14.41%
|
| PGIM India Elss Tax Saver Fund |
-0.84%
|
-0.84%
|
1.19%
|
5.08%
|
13.75%
|
22.89%
|
17.61%
|
16.53%
|
13.36%
|
%
|
%
|
| Quantum Tax Saving Fund |
-0.36%
|
-0.10%
|
2.38%
|
5.33%
|
23.86%
|
40.38%
|
19.06%
|
15.14%
|
12.39%
|
%
|
%
|
| Axis Long Term Equity Fund |
-0.47%
|
-0.06%
|
0.27%
|
9.25%
|
20.64%
|
31.19%
|
12.12%
|
14.40%
|
13.37%
|
16.10%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
-0.69%
|
-0.09%
|
2.48%
|
6.18%
|
20.91%
|
34.16%
|
13.10%
|
12.13%
|
11.36%
|
15.62%
|
%
|
| Baroda BNP Paribas Elss Fund |
-0.48%
|
0.56%
|
3.85%
|
8.81%
|
28.96%
|
46.59%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
-0.57%
|
-0.07%
|
3.00%
|
10.53%
|
35.67%
|
55.95%
|
26.40%
|
27.72%
|
21.36%
|
20.88%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
-0.66%
|
0.08%
|
1.84%
|
6.24%
|
21.34%
|
33.82%
|
19.63%
|
20.60%
|
17.69%
|
17.83%
|
%
|
| DSP Tax Saver Fund |
-0.36%
|
0.48%
|
4.01%
|
6.76%
|
26.80%
|
44.95%
|
22.75%
|
21.23%
|
17.13%
|
19.60%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
-0.70%
|
-0.15%
|
1.54%
|
6.68%
|
23.02%
|
36.96%
|
20.86%
|
18.32%
|
14.31%
|
16.09%
|
%
|
| Navi Elss Tax Saver Fund |
-0.43%
|
-0.31%
|
1.36%
|
2.99%
|
15.60%
|
30.89%
|
18.22%
|
15.12%
|
12.78%
|
%
|
%
|
| Franklin India Taxshield |
-0.52%
|
-0.59%
|
2.00%
|
7.16%
|
24.64%
|
46.19%
|
24.33%
|
19.28%
|
15.69%
|
17.76%
|
%
|
| HDFC Taxsaver |
-0.44%
|
-0.33%
|
2.06%
|
7.14%
|
27.09%
|
46.19%
|
28.20%
|
18.78%
|
14.59%
|
16.15%
|
%
|
| HSBC Tax Saver Equity Fund |
-0.59%
|
0.16%
|
3.58%
|
7.32%
|
24.61%
|
43.77%
|
22.19%
|
18.39%
|
13.84%
|
16.34%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
-0.84%
|
-0.86%
|
1.40%
|
6.13%
|
21.06%
|
36.17%
|
20.11%
|
17.23%
|
14.92%
|
16.59%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
-0.62%
|
-0.54%
|
0.82%
|
4.73%
|
20.92%
|
38.41%
|
23.76%
|
21.73%
|
17.87%
|
19.68%
|
%
|
| Indiabulls Tax Savings Fund |
-0.58%
|
-0.05%
|
1.18%
|
6.07%
|
25.05%
|
39.61%
|
20.14%
|
16.38%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
-0.55%
|
0.02%
|
2.38%
|
5.48%
|
22.65%
|
43.34%
|
19.60%
|
18.69%
|
16.36%
|
18.65%
|
%
|
| ITI Long Term Equity Fund |
-0.96%
|
0.67%
|
4.68%
|
10.62%
|
33.64%
|
57.72%
|
22.35%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
-0.27%
|
0.83%
|
5.82%
|
12.33%
|
31.08%
|
52.30%
|
25.32%
|
22.48%
|
17.86%
|
19.93%
|
%
|
| Kotak Tax Saver Fund |
-0.78%
|
-0.10%
|
3.46%
|
11.81%
|
25.96%
|
40.85%
|
23.66%
|
21.17%
|
16.96%
|
19.73%
|
%
|
| LIC Mf Tax Plan |
-0.34%
|
0.77%
|
3.04%
|
9.58%
|
18.21%
|
33.35%
|
19.07%
|
16.66%
|
14.45%
|
15.91%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
-0.25%
|
-0.02%
|
2.60%
|
5.82%
|
20.75%
|
36.08%
|
22.32%
|
19.78%
|
14.86%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
-0.62%
|
-0.40%
|
2.08%
|
6.19%
|
22.31%
|
36.37%
|
19.94%
|
21.05%
|
18.72%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
-0.49%
|
0.50%
|
4.98%
|
12.68%
|
36.54%
|
60.86%
|
27.86%
|
23.05%
|
17.60%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
-0.01%
|
0.12%
|
2.08%
|
3.67%
|
18.88%
|
33.43%
|
23.65%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
-0.56%
|
-0.55%
|
1.61%
|
7.40%
|
37.31%
|
59.68%
|
31.28%
|
34.52%
|
25.83%
|
26.94%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
-0.48%
|
0.52%
|
3.59%
|
7.78%
|
26.81%
|
45.54%
|
23.77%
|
16.67%
|
11.70%
|
15.78%
|
%
|
| SBI Long Term Equity Fund |
-0.48%
|
-0.24%
|
2.71%
|
8.88%
|
34.73%
|
60.02%
|
29.64%
|
23.01%
|
17.92%
|
18.09%
|
%
|
| Shriram Long Term Equity Fund |
-0.56%
|
-0.27%
|
2.80%
|
3.67%
|
27.18%
|
40.91%
|
20.26%
|
17.89%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
-0.93%
|
-0.42%
|
0.70%
|
4.75%
|
16.15%
|
28.32%
|
18.70%
|
14.96%
|
11.47%
|
14.95%
|
%
|
| Sundaram Tax Savings Fund |
-0.80%
|
-0.45%
|
2.06%
|
7.87%
|
20.27%
|
35.38%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
-0.53%
|
-0.38%
|
2.22%
|
5.43%
|
20.14%
|
35.57%
|
21.08%
|
18.45%
|
15.54%
|
%
|
%
|
| Taurus Tax Shield |
0.09%
|
-0.47%
|
1.16%
|
1.92%
|
23.63%
|
37.48%
|
20.79%
|
16.97%
|
14.83%
|
15.99%
|
%
|
| Union Long Term Equity Fund |
-0.36%
|
-0.06%
|
2.01%
|
5.61%
|
20.67%
|
37.89%
|
22.09%
|
20.17%
|
15.69%
|
15.39%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
-0.66%
|
-0.07%
|
2.60%
|
4.75%
|
17.20%
|
33.21%
|
17.17%
|
17.61%
|
14.02%
|
15.59%
|
%
|
| PGIM India Elss Tax Saver Fund |
-0.87%
|
-0.84%
|
1.33%
|
5.46%
|
14.60%
|
24.70%
|
19.28%
|
18.15%
|
15.08%
|
%
|
%
|
| Quantum Tax Saving Fund |
-0.35%
|
-0.09%
|
2.47%
|
5.61%
|
24.53%
|
41.72%
|
19.83%
|
15.81%
|
12.93%
|
14.55%
|
16.75%
|
| Axis Long Term Equity Fund |
-0.47%
|
-0.05%
|
0.33%
|
9.45%
|
21.09%
|
32.18%
|
13.02%
|
15.34%
|
14.37%
|
17.24%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
31.19%
|
15.70%
|
14.29%
|
11.82%
|
11.68%
|
12.77%
|
| Baroda BNP Paribas Elss Fund |
45.11%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
58.09%
|
29.65%
|
29.07%
|
24.02%
|
20.49%
|
17.68%
|
| Canara Robeco Equity Tax Saver Fund |
30.88%
|
18.20%
|
20.79%
|
18.70%
|
16.69%
|
15.61%
|
| DSP Tax Saver Fund |
41.37%
|
23.46%
|
23.86%
|
20.07%
|
17.81%
|
17.01%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
32.98%
|
19.64%
|
19.82%
|
16.27%
|
14.19%
|
13.69%
|
| Navi Elss Tax Saver Fund |
21.90%
|
15.63%
|
16.36%
|
13.63%
|
%
|
%
|
| Franklin India Taxshield |
41.36%
|
24.87%
|
24.31%
|
19.36%
|
16.32%
|
15.74%
|
| HDFC Taxsaver |
43.44%
|
27.91%
|
25.73%
|
19.76%
|
16.31%
|
14.87%
|
| HSBC Tax Saver Equity Fund |
40.74%
|
21.95%
|
21.35%
|
17.11%
|
14.95%
|
14.45%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
32.20%
|
19.28%
|
20.52%
|
17.34%
|
15.14%
|
15.11%
|
| IDFC Tax Advantage (Elss) Fund |
31.28%
|
21.78%
|
25.21%
|
20.37%
|
17.97%
|
17.05%
|
| Indiabulls Tax Savings Fund |
37.81%
|
20.41%
|
18.48%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
36.87%
|
20.12%
|
20.05%
|
17.09%
|
15.56%
|
15.67%
|
| ITI Long Term Equity Fund |
56.80%
|
28.05%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
50.58%
|
27.32%
|
25.61%
|
21.22%
|
18.55%
|
16.50%
|
| Kotak Tax Saver Fund |
41.13%
|
23.83%
|
23.60%
|
19.85%
|
17.44%
|
15.78%
|
| LIC Mf Tax Plan |
29.10%
|
17.90%
|
17.99%
|
15.31%
|
13.81%
|
12.98%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
30.16%
|
19.57%
|
21.46%
|
17.37%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
32.29%
|
19.38%
|
21.68%
|
19.16%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
60.85%
|
31.55%
|
27.16%
|
21.32%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
30.24%
|
21.48%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
59.99%
|
31.27%
|
36.34%
|
30.14%
|
25.88%
|
20.78%
|
| Nippon India Tax Saver (Elss) Fund |
43.19%
|
24.56%
|
23.59%
|
17.26%
|
13.94%
|
14.37%
|
| SBI Long Term Equity Fund |
58.28%
|
33.52%
|
29.48%
|
23.09%
|
18.62%
|
16.40%
|
| Shriram Long Term Equity Fund |
38.74%
|
20.60%
|
18.76%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
23.49%
|
16.70%
|
18.38%
|
14.78%
|
13.30%
|
12.82%
|
| Sundaram Tax Savings Fund |
32.01%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
30.00%
|
19.44%
|
20.17%
|
17.06%
|
%
|
%
|
| Taurus Tax Shield |
33.81%
|
22.10%
|
20.60%
|
16.96%
|
15.23%
|
13.77%
|
| Union Long Term Equity Fund |
32.58%
|
20.56%
|
22.18%
|
18.85%
|
15.63%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
26.91%
|
15.77%
|
18.33%
|
15.79%
|
14.11%
|
13.28%
|
| PGIM India Elss Tax Saver Fund |
19.81%
|
15.09%
|
18.93%
|
16.25%
|
%
|
%
|
| Quantum Tax Saving Fund |
37.41%
|
21.91%
|
21.12%
|
16.68%
|
%
|
%
|
| Axis Long Term Equity Fund |
31.85%
|
14.51%
|
15.21%
|
14.00%
|
13.62%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
32.20%
|
16.57%
|
15.21%
|
12.76%
|
12.67%
|
%
|
| Baroda BNP Paribas Elss Fund |
46.83%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
59.70%
|
30.97%
|
30.44%
|
25.31%
|
21.82%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
32.40%
|
19.63%
|
22.28%
|
20.06%
|
17.89%
|
%
|
| DSP Tax Saver Fund |
42.68%
|
24.58%
|
25.02%
|
21.17%
|
18.89%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
35.22%
|
21.61%
|
21.83%
|
18.16%
|
15.88%
|
%
|
| Navi Elss Tax Saver Fund |
24.31%
|
17.82%
|
18.57%
|
15.69%
|
%
|
%
|
| Franklin India Taxshield |
42.48%
|
25.87%
|
25.34%
|
20.34%
|
17.31%
|
%
|
| HDFC Taxsaver |
44.31%
|
28.67%
|
26.46%
|
20.44%
|
16.97%
|
%
|
| HSBC Tax Saver Equity Fund |
42.02%
|
23.21%
|
22.73%
|
18.37%
|
16.10%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
33.07%
|
20.04%
|
21.32%
|
18.13%
|
16.02%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
32.81%
|
23.17%
|
26.66%
|
21.70%
|
19.28%
|
%
|
| Indiabulls Tax Savings Fund |
39.77%
|
22.25%
|
20.65%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
38.53%
|
21.52%
|
21.49%
|
18.51%
|
17.06%
|
%
|
| ITI Long Term Equity Fund |
59.66%
|
30.36%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
52.35%
|
28.57%
|
26.75%
|
22.24%
|
19.66%
|
%
|
| Kotak Tax Saver Fund |
42.87%
|
25.38%
|
25.19%
|
21.33%
|
18.89%
|
%
|
| LIC Mf Tax Plan |
30.58%
|
19.17%
|
19.32%
|
16.60%
|
15.04%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
32.25%
|
21.51%
|
23.48%
|
19.29%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
33.60%
|
20.63%
|
23.15%
|
20.64%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
62.78%
|
33.07%
|
28.69%
|
22.75%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
31.68%
|
22.91%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
61.64%
|
32.95%
|
38.53%
|
32.02%
|
27.34%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
44.16%
|
25.39%
|
24.43%
|
18.03%
|
14.73%
|
%
|
| SBI Long Term Equity Fund |
59.40%
|
34.38%
|
30.30%
|
23.83%
|
19.33%
|
%
|
| Shriram Long Term Equity Fund |
41.01%
|
22.60%
|
20.82%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
24.20%
|
17.36%
|
19.03%
|
15.36%
|
13.86%
|
%
|
| Sundaram Tax Savings Fund |
32.74%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
31.46%
|
20.81%
|
21.64%
|
18.49%
|
%
|
%
|
| Taurus Tax Shield |
34.71%
|
22.90%
|
21.41%
|
17.73%
|
16.02%
|
%
|
| Union Long Term Equity Fund |
33.74%
|
21.57%
|
23.11%
|
19.65%
|
16.40%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
28.25%
|
16.92%
|
19.52%
|
16.90%
|
15.18%
|
%
|
| PGIM India Elss Tax Saver Fund |
21.59%
|
16.76%
|
20.61%
|
17.89%
|
%
|
%
|
| Quantum Tax Saving Fund |
38.87%
|
22.80%
|
21.88%
|
17.33%
|
14.88%
|
14.23%
|
| Axis Long Term Equity Fund |
32.84%
|
15.37%
|
16.13%
|
14.93%
|
14.63%
|
%
|